Collaborating with Auditors
Re-submitting Job to the Auditor
Introduction Once you have submitted a job and then made any changes, you will have to resubmit the job to the auditor to reflect the changes in the auditor's portal. Follow the steps mentioned below to resubmit the job. How to Resubmit a Job Step 1: ...
Viewing Connect History
Introduction To view your connect history to know the firm names you have connected with in past, follow the steps given below. How to View Connect History Step 1: Click on Admin > Connect. Step 2: Click on the View History button at the top right of ...
How to Resend Connect Request to an Audit Firm
Introduction If you have already sent the connect request once to the audit firm and you want to resend it for any reason, follow the steps given below. How to Resend an Audit Firm Connect Request: Step 1: Click on Admin > Connect. Step 2: Click the ...
Connecting and Disconnecting an Audit Firm
Introduction The Connect module establishes and manages connections with audit firms. This feature allows you to seamlessly connect with audit firms, making it easier to push funds from Sorted to Audit. Within this module, you can initiate ...
Receiving and Using Shared Audit Letters and Reports.
Introduction Auditors may prefer using their own Audit Engagement and Trustee Representation letter templates to maintain standardization with accountants. With the Auditomation portal, auditors can easily share their templates, enabling you to use ...
Submitting Job to the Auditor
Introduction This article outlines the steps to send a completed job to the connected auditor for further processing. Moreover, in this article you will also learn how to cancel the audit job submission and how to send file to a ...